Brightshore Considers Five-Year PFM Advisory Agreement
Brightshore Community Development District Special District · Orlando, FL- Disclosed value
- Transactional fees based on bond size, subject to a minimum $20,000 per transaction; bank-loan fee of $25,000 for loans under $30 million; expenses not to exceed $2,000 per issue; hourly rates of $325 managing director, $275 director/senior managing consultant, and $150 senior analyst
- From agendapacket
- Document date
- Nov 9, 2026
- Term
- October 12, 2026 – October 12, 2031
- Renews
- Free account
The 30-second brief
Brightshore Community Development District is considering a financial advisory agreement with PFM Financial Advisors LLC. The five-year agreement covers financial planning, debt issuance, capital financing, and related advisory services under a negotiated fee schedule.
Pfm Financial Advisors LLC holds this financial services contract with Brightshore Community Development District. Its other public contracts on record include work for Finley Woods Community Development District and Orange County Power Authority.
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Contract details
- Contract type
- Financial Services
- Amount
- Transactional fees based on bond size, subject to a minimum $20,000 per transaction; bank-loan fee of $25,000 for loans under $30 million; expenses not to exceed $2,000 per issue; hourly rates of $325 managing director, $275 director/senior managing consultant, and $150 senior analyst
- Document date
- November 9, 2026
- Term
- October 12, 2026 – October 12, 2031
- Renews
- On record
- Source document
- Brightshore Community Development District AgendaPacket Board of Supervisors Meeting 2026-11-09 (AgendaPacket)
Pfm Financial Advisors LLC's other public contracts
More Brightshore Community Development District contracts
Questions about this contract
Who was awarded the financial services contract by Brightshore Community Development District?
Pfm Financial Advisors LLC was awarded this financial services contract by Brightshore Community Development District, as recorded on November 9, 2026. The contract value is Transactional fees based on bond size, subject to a minimum $20,000 per transaction; bank-loan fee of $25,000 for loans under $30 million; expenses not to exceed $2,000 per issue; hourly rates of $325 managing director, $275 director/senior managing consultant, and $150 senior analyst.
How much is the Pfm Financial Advisors LLC contract with Brightshore Community Development District worth?
The Pfm Financial Advisors LLC contract with Brightshore Community Development District is valued at Transactional fees based on bond size, subject to a minimum $20,000 per transaction; bank-loan fee of $25,000 for loans under $30 million; expenses not to exceed $2,000 per issue; hourly rates of $325 managing director, $275 director/senior managing consultant, and $150 senior analyst, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record, structured as a not-to-exceed (ceiling) agreement.
Where was this contract approved?
This contract appears in Brightshore Community Development District AgendaPacket Board of Supervisors Meeting 2026-11-09 (AgendaPacket), dated November 9, 2026 from Brightshore Community Development District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Pfm Financial Advisors LLC hold?
Pfm Financial Advisors LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Brightshore Community Development District currently buying?
Explore Brightshore Community Development District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.